Proudly Serving Clients through Research-Driven Investing

Since 1977

Since 1977, First Wilshire has been serving high net-worth individuals and institutional investors guided by a value philosophy: recognizing companies with great prospects at an attractive price. Our Portfolio Managers and Analysts have the energy and tenacity to find such companies, and the patience to hold a position until other investors recognize its value. This discipline applied to undiscovered companies with small capitalization is the most distinguishing characteristic of our firm. Our dedication to performing in-depth, internally-generated research has allowed First Wilshire to attract a loyal following of like-minded professionals and investors.


Interest Rates Effect on Performance

 So how do stock markets, and in particular small caps, perform during rising rate cycles? The table below, produced by Standard & Poor’s (S&P), shows small stocks (the S&P 600 and Russell 2000) have tended to outperform larger stocks (S&P 500) when interest rates rise. Rising interest rates do not automatically spell doom for stocks. […]

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Great Companies

Great Companies One of the best ways to outperform is to identify “great companies.” In this spirit, our research team set time aside this quarter to describe and debate what factors make a great company. We focused on how a company becomes and stays great, which helps us in our search for new companies, and […]

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IMPORTANT DISCLOSURES: All investing involves risk, including the possible loss of principal. There can be no assurance that any investment strategy will be successful. Additional information about us is also available on the SEC’s website at: Please read our Risks and Considerations along with our Policies page.